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News of the Week (May 30 - June 2)
SoFi; Salesforce; SentinelOne; Lululemon; Zscaler; Meta Platforms; Amazon; Progyny; Match Group; Earnings Round-Up; Macro; Portfolio
 • 
Brad Freeman
1
CrowdStrike Earnings Review
Digging into the Results of this Disruptor.
 • 
Brad Freeman
7
News of the Week (May 22 - 26)
SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio
 • 
Brad Freeman
New Amazon Position
A brief overview of this investment case.
 • 
Brad Freeman
5
News of the Week (May 15 - 19)
Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data…
 • 
Brad Freeman
SoFi Downgrade
A Quick Response to the Wedbush Downgrade
 • 
Brad Freeman
12
News of the Week (May 8 - 12)
Olo; Revolve; Palantir; Celsius; Hims; Uber; Meta Platforms; PayPal & Match; Nanox; Alphabet; Mastercard; CrowdStrike; Macro; Portfolio
 • 
Brad Freeman
Stock Market Nerd
Stock Market Nerd
Specific news and analysis on individual public companies.
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